Thenextgenerationof
investmentsoftware.

It values companies, builds and tests investment strategies over 15 million historical data points, and researches like an analyst. The whole job, in one place.

An analyst's entire desk. One system.

One AI-native terminal for the whole job. Research any company, listed or private, then value it, build a strategy around it, and prove it on ten years of real data. Every number carries its source.

Finaxion workspace — four synced technical charts (AAPL, MSFT, NVDA, SPY) with the time machine
Finaxion workspace, second monitor — market monitor, portfolio, technical chart, Monte Carlo DCF, macro correlations and live news
assets
Cheap tools. Expensive terminals. AI black boxes.
Here's what none of them do.

Not a black box.

Every figure we give you carries its source. Click it and see the exact line it came from.

NVDA
AAPL
TSLA
AMZN
META
MSFT
Built for the way you invest.
For serious investors & traders

Prove your edge before you risk a peso.

A live screener across 6,238 companies, point-in-time backtesting and a technical ProChart. Describe a thesis in plain language and AXI builds it, tests it over ten years and shows exactly what ran. No black box.

🦋 AXI is reading this module…
FOR SERIOUS INVESTORS & TRADERS
◈ Capture pending — not yet available
FOR SERIOUS INVESTORS & TRADERS
SAVE TO: public/shots/creator-foundry.jpg

Analyze any earnings report.

AXI reads the full transcript from our own warehouse, the TL;DR, every guidance change, management's tone, and the one Q&A answer that moves the stock. Before you've poured the coffee.

EARNINGS-CALL INTELLIGENCE● LIVE DEMO
AAPLQ1 FY26 EARNINGS CALL · 61 MIN · 14 ANALYSTSreading transcript…
TL;DR
Beat on revenue and EPS; Services carried the quarter. Management raised FY guidance on AI-device demand while flagging FX pressure in EMEA.
REVENUE GUIDE ↑ +4–6% YoYGROSS MARGIN 46.5% reaffirmedCAPEX ↑ AI infra
MANAGEMENT TONE
confident · 0%
THE Q&A THAT MATTERS
"We are not supply-constrained on AI devices this cycle — demand is the variable."CFO · min 42:10
Risk flagged: EMEA FX headwinds repeated 4× during prepared remarksown transcript warehousecited to the minute

Create investment strategies, end to end.

The kinds of strategies we build, each tested point-in-time on ten years of real data.

Fundamental

Ratios, multiples, valuations and growth expectations.

Technical

Chart patterns from indicators, with explicit decision rules.

Quantitative

Mean reversion, momentum and factor signals.

Qualitative & macro

Regime-aware layers on top of the numbers.

Describe it.

In plain language. No code.

you: "Invest like Buffett, but only in cheap companies with little debt"
✦ AXI PARSED YOUR PHILOSOPHY INTO:
UNIVERSEUS + LATAM equities · 6,238 names
SCREENP/E < 15 · Debt/Equity < 0.5
ENGINEValuation 45% · Quality 35% · Momentum 20%
SELECTIONTop 15 · rebalance quarterly
EDITABLE AS NODES ON THE CANVAS · NOTHING IS A BLACK BOX

No one can predict the future. We measure your odds.

Point-in-time backtesting

Only the data that existed that day. Not one row more.

Meet AXI.

CFA-level rigor, the power of your data, and the most advanced AI models. Over 120 skills in one agent.

AXI. Your analyst.

Portfolio optimizer
Efficient Frontier1 / 4
2,000 real portfolios, simulated. The stars mark your optimal points, from Max Sharpe to Min volatility.

The best model, for every task.

Deep reasoning, breadth, speed, scale. AXI routes each request to the frontier model that does that job best. Automatically.

Claude
Claude
GPT
GPT
Grok
Grok
NVIDIA
NVIDIA
Ollama
Ollama
Kimi
Kimi
Get to know AXI. Keep scrolling.

"Value AAPL with a DCF"

DCF WITH CITATIONS● LIVE DEMO
> Value AAPL with a DCF
10-K, 10-Q ✓ · WACC 8.9% ✓ · 10-yr FCF ✓ · terminal 2.5% ✓ · 5,000 Monte Carlo paths ✓
Fair value+12.4% vs $219.98
p10PRICEFAIRp90
FCF DISCOUNTED @ WACC 8.9% · $Bnominalpresent value
TV
Y1 → Y10 · discount deepens with timeΣ PV + TV = EV $3.72T → /shares = $247.30
10-K · p.47FY25 Q2 call · 14:32consensus anchor ✓Monte Carlo p10–p90 ✓
DEEP RESEARCH · VISIBLE REASONING● LIVE DEMO
> Research NVDA in depthROUND 1 / 4
Financials, guidance & segment mix
Competitive moat vs AMD / custom silicon
Valuation vs 5-year history & peers
Risks: customer concentration, export controls
⟲ SELF-CRITIQUE · ROUND 2
"Concentration claim lacks a primary source. Re-reading the 10-K…"
✦ ANSWER VERIFIER23 claims reconciled · 23 sourced ✓ · 0 fabricated

It thinks out loud. And corrects itself.

Build your own terminal. With words.

NEW WIDGET — ASK IN YOUR LANGUAGE
a live heatmap of my portfolio risk, by sector
AXI · designing layoutwiring 2.9M datapointsbinding to your holdings
PORTFOLIO RISK HEATMAPLIVE
TECH34%
FIN18%
HEALTH12%
ENERGY9%
CONS8%
INDU7%
COMM6%
UTIL3%
MAT2%
RE1%
✓ ADDED TO YOUR WORKSPACE
🦋 AXI is reading this module…
YOUR WORKSPACE — AI-BUILT WIDGETS
◈ Capture pending — not yet available
YOUR WORKSPACE — AI-BUILT WIDGETS
SAVE TO: public/shots/workspace.webp
Ask AXI for the widget you need — it appears in your workspace, connected to 2.9M data points.

Value any company. Listed or not.

DCF, multiples and comparables across the 6,000 companies we cover, or upload a private company's financial statements and get a valuation to the same standard. From document to number, auditable.

🦋 AXI is reading this module…
📄FINANCIAL_STATEMENTS_2025.PDFreading…
Revenue48,392,110
Cost of sales(29,441,003)
Gross profit18,951,107
Operating expenses(11,203,882)
EBITDA9,120,748
Balance sheet · p.2Cash flow · p.5Industry: MX retail
FINAXION VALUATION · VALUE-FROM-BOOKS
$186.4MEnterprise value
DCF 60%INDUSTRY COMPARABLES 40%
WACC 11.2%GROWTH 4.1%TERMINAL 2.5%EV/EBITDA 8.9×
ASSUMPTIONS AUTO-DERIVED FROM THE BOOKS · EDITABLE, NEVER GUESSED
P10 $148MP90 $221M
MONTE CARLO · 5,000 RUNS
VALUATION FOOTBALL FIELD · $M
DCF (10Y · MONTE CARLO)
EV/EBITDA COMPARABLES
PRECEDENT TRANSACTIONS
│ = FINAL EV $186.4M · WHERE THE METHODS AGREE
INDUSTRY COMPARABLES · MX RETAIL
WALMEXEV/EBITDA 9.8×
ChedrauiEV/EBITDA 7.2×
SorianaEV/EBITDA 6.4×
MEDIAN 7.2× → APPLIED 8.9× (SIZE + GROWTH PREMIUM, SHOWN)

Invest like the legends.

We recreate nine legendary methodologies.

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Warren Buffett
Buffett Quality Compounders
Warren Buffett
QUALITY
Wide moats, high ROIC, fortress balance sheets. Compounders held for years.
19.4%
CAGR
1.31
Sharpe
+313%
Total return
MoatROICExplore →
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Seth Klarman
Klarman Distressed Value
Seth Klarman
VALUE
Deep discounts to asset value with a demanding margin of safety.
16.2%
CAGR
1.18
Sharpe
+232%
Total return
Margin of SafetyAsset CoverageExplore →
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PL
Lynch GARP
Peter Lynch
GROWTH
Growth at a reasonable price. PEG discipline over story stocks.
22.1%
CAGR
1.38
Sharpe
+394%
Total return
PEG RatioEarnings GrowthExplore →
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JG
Greenblatt Magic Formula
Joel Greenblatt
VALUE
Cheap and good, systematically. Earnings yield meets return on capital.
18.0%
CAGR
1.22
Sharpe
+276%
Total return
Earnings YieldReturn on CapitalExplore →
🦋 AXI is reading this module…
Cliff Asness
AQR Multi-Factor
Cliff Asness
MULTI-FACTOR
Value, momentum and quality blended the way the research says to.
17.1%
CAGR
1.34
Sharpe
+254%
Total return
ValueMomentumExplore →
🦋 AXI is reading this module…
MC
Carhart Momentum
Mark Carhart
MOMENTUM
The classic 12-1 cross-sectional momentum factor, executed cleanly.
20.3%
CAGR
1.27
Sharpe
+339%
Total return
12-1 MomentumExplore →
🦋 AXI is reading this module…
WO
O'Neil CAN SLIM
William O'Neil
MOMENTUM
Growth breakouts. EPS acceleration confirmed by relative strength.
24.6%
CAGR
1.35
Sharpe
+481%
Total return
breakoutadxExplore →
🦋 AXI is reading this module…
MM
Minervini SEPA
Mark Minervini
MOMENTUM
Trend template built on stage-2 uptrends, tight bases, earnings momentum.
23.2%
CAGR
1.29
Sharpe
+431%
Total return
sma_crossadxExplore →
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Richard D. Wyckoff
Wyckoff Method
Richard D. Wyckoff
MOMENTUM
Tape reading through accumulation phases, springs and signs of strength.
16.8%
CAGR
1.15
Sharpe
+246%
Total return
wyckoff_accumulationExplore →
50+ strategies inside the platform
Your legend isn't here? The AI builds it.
Name any famous investor and the AI authors a faithful program, complete with profile, picks, even "Talk to Warren Buffett". Dalio, Soros and Druckenmiller already live on the platform.
"Ray Dalio strategy" →

Travel through your strategy, date by date.

🦋 AXI is reading this module…
Allocation Time MachineAs of 11/09/2026Daily
Portfolio value
$2,791,210
Return
+179.1%
CAGR
+11.9%
Max DD
-37.4%
Volatility
33.4%
Sharpe
0.76
Alpha vs S&P
+107.1%
INSIGHT■ Mid CycleDrawdown 0.0%▲ GOOGL +3.5%▼ MSFT -14.9%
Equity CurveAttributionHoldings
— Portfolio-- S&P 500■ Early Cycle■ Recession■ Mid Cycle Bull■ Late Cycle■ Mid Cycle
DRAWDOWN0.0%
7 POSITIONSReturnSector
NVIDIA Corporation
NVDA
$193.73
+1.9% · 26%
GOOGL
$295.14
+3.5% · 13%
META
$711.75
+2.4% · 11%
TSLA
$402.52
-7.2% · 8%
Microsoft Corporation
MSFT
$425.26
-14.9% · 21%
AAPL
$274.87
+0.9% · 12%
AMZN
$192.34
-9.6% · 10%
-25%
+25%
✦ AXI · 11/09/2026↻ Ask AXI
Mid-Cycle Rotation Hits Tech
Markets in early February 2026 were digesting a Mid Cycle regime with rates steady and growth moderating. GOOGL outperformed at +3.5% on AI monetization traction, while MSFT lagged at -14.9% as cloud growth decelerated. The -5.7% drawdown reflects a classic rotation out of expensive tech, capping total return at +179.1% from a $2,791,210 base.
11/09/2026 📅
Start from the whole world
Descend into any economy
Catch the rotation early
AI SCANNER04
quality compounders under 20× earnings, net cash, LatAm exposure
6,238 SCANNED4 MATCH0.8sP/EROIC1Y
WALMEXWal-Mart de México18.6×24%★ BEST
NET CASH24% ROICLATAM PURE-PLAYAI SCORE 8.1
FMXFEMSA16.9×14%✓ FIT
KOFCoca-Cola FEMSA15.2×16%✓ FIT
GRUMAGruma13.8×18%✓ FIT
MELIMercadoLibre68.4×21%P/E > 20×
ASMLASML Holding31.2×26%NO LATAM
AXI → WALMEX is the widest fit: net cash, 24% ROIC, pure LatAm float
EARNINGS → PRICE · CALENDAR05
EARNINGS CALL · NVDA Q3 FY26 · READ 41s
CEO
“Demand for Blackwell continues to exceed supply — we expect that through next year…”
CFO
“Revenue of $65B ±2%; the outlook excludes China data-center.”
EARNINGS SUMMARY
Revenue$57.0B · +62% YoYBEAT
EPS$1.30 vs $1.25eBEAT
Q4 guide$65B ±2%ABOVE ST.
Data center$51.2B · +66%RECORD
CALL TONE · BULLISH 78% · 128 CLAIMS
EXPECTED PRICE IMPACT
+4.2%CONF 68%
▲Guidance raised above street+2.8%
▲Data-center revenue beat+1.9%
▼China export headwind−0.5%
AI CHARTING06
MSFT· 1DRSIVWAPFIBVOLAXI DRAW ✓$784 +1.8%
AXI · PATTERN
Range compression against resistance — breakout watch, volume confirming.
MONTE CARLO07
PROB. PROFIT
84.8%
PROB. RUIN
0.2%
FINAL RETURN · PCTILES
WORST P5−25.5%
MEDIAN+62.3%
BEST P95+279.2%
SHARPE P50 0.60 · P(>0) 88.6%
SIMULATED EQUITY CONE · 2,000 PATHS · 5Y
DISTRIBUTION OF FINAL RETURNS
DISTRIBUTION OF MAX DRAWDOWN
WALK-FORWARD08
VERDICT
GENERALIZED
WF EFFICIENCY
78%
OOS keeps 78% of IS Sharpe
ROBUST FOLDS
25 / 28
SHARPE IS 1.24 → OOS 0.97
WORST FOLD F22 · −0.21
ANCHORED WINDOWS · TRAIN → TEST (UNSEEN)
IS vs OOS SHARPE · PER FOLD
OOS SHARPE BY FOLD · F1 → F28
Start from the whole world
A live globe of 47 scored markets. See where capital is flowing before you pick a single stock.

The full catalog

3-stage DCF + reverse-DCF

FCFF, Gordon/Exit Multiple terminal value, and the growth the price already discounts.

Live WACC

Blume-adjusted beta + live 10Y Treasury + country risk + small-cap premium.

Monte Carlo DCF (5,000 sims)

The fair-price distribution (p10–p90), not a single number.

Defensive Graham + Moat 0-100

Sector-aware; financial + structural moat with an Elite→Weak rating.

Screener US + LATAM

1,045 US + 901 LATAM, filters, natural-language search by macro regime.

No-code Strategy Creator

4 engines, drag-and-drop node canvas, 3 synced views.

Institutional backtesting

Point-in-time, commissions/slippage, walk-forward, Deflated Sharpe.

Strategy Foundry

~100 candidate strategies per batch, filtered against data-mining.

Optuna optimizer

TPE/CMA-ES over the weights, with sensitivity heatmaps.

4-layer aggregation engine

Macro · Fundamental · Qualitative · Technical, regime-dependent weights.

Calibrated AI Score

A real probability of beating the S&P, not an opaque 0-100.

AXI, 68 tools

Deep research, debate, what-if, tax, briefings, slash commands.

Whale Tracker 13F

Tracks what 14+ hedge funds BOUGHT new this quarter, and where they converge.

Watch agents

'Alert me if NVDA drops 5% and RSI<30', natural-language monitoring.

Earnings intelligence

Transcript + tone + guidance + surprises, across 10K+ calls (RAG).

Technical ProChart

Automated Wyckoff, 11 indicators, 8 drawing tools, events on the chart.

Allocation Time Machine

The animated date-by-date allocation scrubber. No one else has it.

Portfolio Watchdog

Daily what-if, risk, tax-loss harvesting and attribution.

Private-company valuation

Upload statements → DCF + comps + industry, bear/base/bull, Word/Excel/PDF export.

Document AI

Reads your Excel, PDF and Word files; extracts the numbers, never invents them.

MX accounting

CFDI 4.0, AI reconciliation, payroll, REP. The AI extracts, a human signs.

CFA-quality tutor

Diagrams, guided tours, EN/ES/FR/PT/IT.

Institutional reports

Goldman-style PDF, 5-page theses, Excel and Word.

Desktop app

Electron, the terminal in your dock, same login.

Product roadmap

New capabilities every month of the beta, and you vote on what ships.

+ 16 more capabilities. See them all in your walkthrough

Beta phase.

Finaxion opens in batches to investors, analysts and firms who will use it every day. You apply, we read it, and if it makes sense we write back with your invitation. There is no direct purchase.

The uncomfortable questions, first

How do I get in?

You request access and tell us what you do and what you're after. We review every application by hand and reply within 24 hours. If it makes sense, you get a personal link to pick a plan and get in the same minute.

How much does it cost?

$2,999 MXN a month or $25,999 MXN a year, tax included. If you have a discount code, you apply it when picking your plan. Pay by card, Apple Pay, Google Pay, OXXO or SPEI.

What happens when the beta ends?

Your price stays frozen for as long as you remain subscribed, discount included if you had one.

Can I cancel?

Yes, anytime from your profile. You keep access until the end of the period you already paid.

How is this different from ChatGPT?

AXI is connected to 2.9M verified point-in-time data points, cites every figure, and a verifier blocks fabricated citations. It doesn't improvise.

Is this financial advice?

No. Finaxion is an analysis tool, not an investment advisor, and it never recommends buying or selling a specific security. See the Terms of Service.

Request access